Uploading Extension Requests

All Tax Types

• Files must be comma delimited with an extension of “.csv”. You can create the file in MS Excel, MS Notepad, or Google Docs. Click Here to view how to save as csv formatted file.
• Do not use commas within data fields, this will throw off the column count during processing.
• Do not qualify text by enclosing it between single or double quotes.
• Only one tax filer is allowed per line.
• Your upload file can range from one tax filer to several hundred. There is no maximum.
• Optional fields may be omitted, but the commas must remain. (i.e. 123456789,First,Last,,,Street,,,City,State,PostalCode,)

Individual Income Tax

• A sample file is available for download.
• The record format for a single tax filer is as follows (all fields are required unless otherwise stated):
  • SSN (dashes allowed, but not required)
  • First Name
  • Last Name
  • Middle Intitial- optional
  • Suffix- optional
  • Street Address Line 1
  • Street Address Line 2- optional
  • Street Address Line 3- optional
  • City
  • State
  • Postal Code
  • Country- optional

Corporation Income & Franchise Tax, Composite Partnership Tax, and Fiduciary Income Tax

The Federal Employer Identification Number (FEIN) number cannot be used to file for an extension.

• A sample files are available for download:
  • Corporation Income & Franchise Tax
  • Composite Partnership Tax
  • Fiduciary Income Tax
• The record format for a single tax filer is as follows (all fields are required unless otherwise stated):
  • LDR account number (10-digits, no dashes)
  • Filing Period
    • format: 2-digit month / 4 digit year filing period (i.e. 03/20XX)
    • The default filing month for calendar filers is December/Current Year (i.e. 12/2013).
  • Company Name
  • Street Address Line 1
  • Street Address Line 2- optional
  • Street Address Line 3- optional
  • City
  • State
  • Postal Code
  • Country- optional